Our team has gathered these informative PDFs to help you prepare for AEP with confidence and ease. Click a thumbnail below to view the information. To download it to your computer, click on the 3 dots in the bottom menu when viewing the PDF and then click “Download PDF file.”
AEP Readiness
Best Practices
Life Insurance
Medicare Supplement
Networking Guides
AEP Readiness
AEP Agent Readiness Guide
Agent Goal Setting Guide
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Needs Analysis
Sales Appointment Checklist
Best Practices
Best Practice Direct Mail
Best Practice Email
Best Practice Lead Gen
Video Content Best Practices
Google Business Profile Best Practice Guide
Webinars Best Practice Guide
Client Appointment Reminder
Follow Up Overview
Life Insurance
Client Applications and Understanding Underwriting
Getting Licensed to Sell FE
Marketing Final Expense
Types of Final Expense Insurance
Medicare Supplement
Birthday Rule Cheat Sheet
Networking Guides
Agent General Networking Flyer
Agent Networking Letter Template
Dentist How-To Guide
Doctor How-To Guide
Networking in a Box Guide
Pharmacist How-To Guide
Provider Comparison Guide